AFCPX Mutual Fund

AFCPX Mutual Fund

NAV$9.68
See how much of AFCPX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Returns Overview

1 Month
-1.38%
3 Months
-0.77%
6 Months
-1.19%
YTD
-0.92%

Risk Metrics (1-Year)

No risk data available for this Mutual Fund

Stress Test Scenarios

How would AFCPX have held up?
🦠COVID-19 Crash33 days
Market peak to trough during pandemic sell-off
Run Analysis
📈2022 Rate Hikes9 months
Fed aggressive rate hiking cycle bear market
PROUpgrade to run
📉2018 Q4 Selloff3 months
Trade war fears and Fed tightening
PROUpgrade to run
🏦SVB / Banking Crisis5 days
Regional banking contagion fears
PROUpgrade to run

1 Month Performance

3 Months Performance

6 Months Performance

1 Year Performance

Benchmark & Peers

Benchmark
Bloomberg US Aggregate Bond Index Return
This Mutual Fund (YTD)
-0.92%
Peer Avg (YTD)
+1.04%
vs Peers
-1.96%

AFCPX Mutual Fund Performance

AFCPX performance across multiple time periods: 1-month -1.38%, YTD -0.92%.

AFCPX returns trail the peer average of 1.04% YTD. With an expense ratio of 0.75%, investors should weigh costs against performance when evaluating this mutual fund.

AFCPX vs another fund shows side-by-side returns. AFCPX alternatives are available in the Mutual Fund Screener.